Crystal Palace
James joined Perspective in August 2021, bringing with him over 40 years of experience in the financial services industry. His extensive career has provided him with a deep understanding of financial planning and the evolving needs of clients at different stages of life.
He holds a wide range of professional qualifications, including IAC, IMC, CeMap, PICAM and CF8, and is a Chartered Fellow of the Chartered Institute for Securities and Investments. James specialises in providing advice across pensions, investments, inheritance tax planning, long-term care and protection, offering clients comprehensive and well-rounded financial guidance.
James is known for his friendly, relaxed and approachable style, helping clients feel comfortable and confident when discussing their financial goals. He takes pride in building long-term relationships and delivering clear, practical advice tailored to each individual’s situation.
What James enjoys most about his role is seeing the tangible benefits his advice can bring. Whether it’s helping clients achieve their financial ambitions or simply providing reassurance and peace of mind, he finds great satisfaction in making a meaningful difference to people’s lives.
Mostly with family but I also enjoy a little bit of cycling.
Watching England in a test match in New Zealand.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
